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  2. About
  3. Our Team

Our Team

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Richard Havican, CLU, ChFC, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

Dick has earned a well-deserved reputation as one of Western Massachusetts' leading financial professionals. He has been working with families and small businesses for 46 years.

His financial planning advice has been featured on WWLP Channel 22, WGGB Channel 40, and BusinessWest magazine. He taught Financial Planning to area professionals for several years and was the main presenter at the 2012 AARP Retirement Symposium.

Education

  • B.S., U.S. Naval Academy, Annapolis, MD

Professional Certifications

  • Certified Financial Planner™ (CFP®), College for Financial Planning
  • Chartered Life underwriter (CLU), American College
  • Chartered Financial Consultant (ChFC), American College

Professional Association Memberships

  • The Financial Planning Association (FPA)
  • The FPA of Connecticut
  • Estate Planning Council of Hampden County
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David Havican

Wealth Manager

David is a wealth manager and financial advisor at Havican Wealth Strategies, Inc. After a 20 year career as a design architect working with enterprise asset management solutions, most recently with IBM, he teamed up with his father as a full partner in the practice. David combines his professional knowledge with each individual client’s needs in order to build, manage and protect their wealth and livelihoods. He holds his FINRA Series 7 (General Securities Representative) and Series 66 (Investment Adviser Representative) registrations and is pursuing his CERTIFIED FINANCIAL PLANNER™ (CFP) designation.

David and his wife Susan live in Wilbraham, MA and have two children, Kate and Cooper.

In his spare time, David enjoys fly fishing and playing one of his many guitars.

Education

  • B.F.A., University of Hartford, West Hartford, CT, 1990

Professional Association Memberships

  • The Financial Planning Association (FPA)
  • The FPA of Connecticut
  • Estate Planning Council of Hampden County

Lori Skiffington

Paraplanner/Operations Manager

Lori has been with Havican Wealth Strategies for over 31 years; serving as both Paraplanner and Operations Manager. She is responsible for creating workflow efficiencies and client service models that have proven invaluable to the client experience. In her role as Paraplanner/Operations Manager, Lori is closely involved with all phases of the client experience from the initial planning process to the administration of investment portfolios. In short, she makes it all work!

In her spare time, Lori enjoys gardening, crafts, and yoga.

Education

  • Associates Degree, Executive Office Administration, Springfield Technical Community College

Professional Certifications

  • Financial Paraplanner, College for Financial Planning

Community

  • Hampden Garden Club (Past Vice President)
  • Pioneer Valley Decorative Painters (Past Treasurer)
  • Decorative Painting Instructor, Feeding Hills, MA

About

  • Our Team
  • Our Process

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 413-596-8803
Fax: 866-284-9012

Email: dick@havicanwealthstrategies.com
Email: david@havicanwealthstrategies.com

95 Post Office Park, Suite 9503, Wilbraham, MA 01095

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Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA / SIPC, Investment Advisor Representatives, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Havican Wealth Strategies are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CT, FL, IN, KY, MA, MI, NC, NH, NJ, PA, RI, SC, TX, VA, VT. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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